Fidelity's Contrafund Manager Gets Help After 34-Year Solo Run
By Loukia GyftopoulouTwo co-managers join Will Danoff to lead the $145 billion active mutual fund.
April 11, 2025
Envestnet Adds Portfolio Options From State Street, BlackRockThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 10, 2025
Encrypted Messaging, Unseen Risks: Navigating Compliance with WhatsApp, Telegram and SignalJoin us to learn how your firm can confidently embrace encrypted messaging while ensuring regulatory compliance. Gain actionable insights on strengthening policies, improving supervision and implementing technology-driven compliance solutions to protect your firm.
April 09, 2025
NASAA Votes to Restrict BDs' Use of 'Adviser,' 'Advisor'The new model rule prohibits reps from using these titles unless they are also registered as advisors.
April 07, 2025
Fidelity Apologizes for Website ProblemsFidelity said it was working urgently to resolve issues on its platforms.
April 07, 2025
Fidelity, Vanguard Launch Bond ETFsFixed income ETFs are gaining ground in portfolios, a Fidelity analysis found.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.